VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,086,104 | +15.8% | 40,711 | +20.3% | 1.68% | +21.1% |
| Q2 2023 | $9,572,839 | +8.3% | 33,831 | -4.5% | 1.38% | +0.8% |
| Q1 2023 | $8,839,198 | +16.3% | 35,436 | -0.6% | 1.37% | +10.0% |
| Q4 2022 | $7,599,798 | -5.6% | 35,661 | -5.2% | 1.25% | -12.7% |
| Q3 2022 | $8,049,000 | -12.7% | 37,621 | -9.0% | 1.43% | -9.6% |
| Q2 2022 | $9,219,000 | -23.2% | 41,362 | -0.9% | 1.58% | -14.0% |
| Q1 2022 | $12,008,000 | -9.4% | 41,754 | +1.1% | 1.84% | -8.0% |
| Q4 2021 | $13,254,000 | +11.0% | 41,304 | +0.4% | 2.00% | +2.8% |
| Q3 2021 | $11,936,000 | -0.3% | 41,135 | -1.4% | 1.94% | +0.9% |
| Q2 2021 | $11,969,000 | +19.0% | 41,730 | +6.6% | 1.92% | +12.4% |
| Q1 2021 | $10,060,000 | +19.7% | 39,138 | +18.0% | 1.71% | +11.5% |
| Q4 2020 | $8,403,000 | – | 33,168 | – | 1.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |